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Best financial advisors in Moira, NY

Registered advisers within 25 miles of Moira, NY.

Offices
10
Firms
8
Combined AUM
$4.53T
Firm-wide filings, not assets booked only here
Clients
769K
768,619 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
KEY INVESTMENT SERVICES LLC
MORGAN STANLEY
EDWARD JONES

Investors

MATHEW J HASTINGS
NICHOLAS PAUL EELLS
Leah Anne Wheeler
DALE EUGENE KRAMER
Jared William Hollander
JOEL LEON ST HILAIRE
THOMAS JOSEPH LAPAGE
Brian F Henning
Jenna Margaret LePage
CHAD ERWIN COLBERT
Erin E Sweeney
JAMES C THEODORE
Katrina M Russell
Pamela M Doelger
JOHN CRANSTON VOSE
AMANDA LYNN BRYANT
LUKE E BOYLE
Joseph Edward Gang
MICHAEL CRAIG LAPAGE

Within 25 miles of Moira, NY, Best Investors lists 8 registered investment advisory firms with 10 offices nearby, managing about $4.53T in combined regulatory AUM across 768,619 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Moira

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM